Cso - Pb Model

**Position Tasks**:

- Support Client Relationship Manager (CRO) in the daily business activities
- Execution of client account openings, closures and updates (internet search, provide corroborative documents)
- Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.)
- Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, etc.)
- Various administrative and organizational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
- Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
- Promote paperless accounts and e-banking usage
- Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management)

**Position Skills**:

- Minimum 10 years of previous experience in a financial services firm
- Language skills: German and English necessary, knowledge of Russian as a plus
- Ability to cope with pressure, deadlines and flexible working hours
- Good understanding of financial instruments (equities, bonds, structured products, derivatives) would be an advantage
- Comprehensive knowledge in the field of Compliance and AML regulations
- Consolidate experience with complex structures, high risk countries and related KYC requirements

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.